• Casey Quirk Investment & Wealth

    Deloitte (Houston, TX)
    Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most ... industry and a passion for providing strategic advice to senior executives. The CQ Knowledge Center is seeking a...and expand our research and insights agenda across the investment management and wealth more
    Deloitte (08/01/25)
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  • Wealth and Investment Analyst

    Huntington National Bank (Austin, TX)
    …and assist with data reconciliation. + Create clear, professional presentations for investment committees and senior leadership. + Support the alternatives group ... Description + Track, review, and summarize outsourced alternative investment research and due diligence. + Monitor performance of alternative investment more
    Huntington National Bank (08/21/25)
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  • Senior Wealth Advisor

    Comerica (Dallas, TX)
    Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall ... coordinating a custom marketing plan for assigned market; organizing and conducting investment management , estate planning and trust seminars for communities and… more
    Comerica (08/19/25)
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  • Sr. Audit Manager- Wealth Management

    City National Bank (Dallas, TX)
    *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director ... of Wealth Management , is a leadership role as...and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the… more
    City National Bank (08/21/25)
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  • Audit Manager II- Wealth Management

    City National Bank (Dallas, TX)
    *AUDIT MANAGER II- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... analyze results of testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in meetings,… more
    City National Bank (08/16/25)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (Plano, TX)
    **J.P. Morgan Wealth Management (JPMWM)** is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth ... and JP Morgan Personal Advisors. JP Morgan (our Remote Wealth Management offering). As a Practice ...shaping advisor development and driving meaningful change. Collaborate with senior management to deliver solutions that empower… more
    JPMorgan Chase (07/25/25)
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  • Wealth Advisor III - Dallas

    Truist (Fort Worth, TX)
    …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in...* 8 or more years of sales and client management experience in Wealth Management more
    Truist (06/03/25)
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  • Lead Alternative Investment Consultant

    Wells Fargo (Dallas, TX)
    Investment Consultant) in the Alternative Investments group as part of Wealth & Investment Management (WIM). Alternative Investment products ... each market and across all channels within Wells Fargo's Wealth and Investment Management division...Collaborate and consult with peers, colleagues and mid-level to senior managers to resolve issues and achieve goals +… more
    Wells Fargo (08/16/25)
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  • Associate, Investment Banking - Power…

    Scotiabank (Houston, TX)
    …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products...are very high as most work is presented to senior executives at client firms and supervision is provided… more
    Scotiabank (07/16/25)
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  • Associate, Investment Banking, Energy

    Scotiabank (Houston, TX)
    …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products...and participating in business development under the guidance of senior group members. Contribute to the overall success of… more
    Scotiabank (08/28/25)
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